Boston, Massachusetts

AI Bookkeeping Services in Boston— Automate Your Books

Boston's brightest build companies that change the world — biotech, SaaS, healthcare, fintech. Your bookkeeping should be as rigorous as your research. Upload your documents, let AI handle categorization, and get clean financials every month.

Why Boston business owners are drowning in spreadsheets

R&D expenses need precise categorization

Biotech and tech companies spend millions on R&D. Sloppy categorization means missed tax credits and inaccurate burn rate reporting to investors.

Grant funding requires audit-ready books

NIH, NSF, and SBIR grants have strict reporting requirements. If your books aren't clean, you risk losing funding or facing clawbacks.

Boston's cost of living hits your bottom line

Office space, salaries, and bookkeepers are all expensive in Boston. Local bookkeepers charge $35-55/hour. At 20 hours a month, that's $700-$1,100.

Investor reporting can't wait

Your VC wants monthly financials, burn rate, and runway projections. If your books are behind, that board meeting gets uncomfortable fast.

How it works — 3 steps to clean books

1

Upload everything

Bank statements, invoices, receipts, grant documentation — drag and drop or forward by email.

2

AI processes it all

Our AI categorizes transactions, matches payments, flags duplicates, and handles R&D expense categorization automatically.

3

Human-reviewed reports

A dedicated bookkeeper reviews every AI output. Monthly P&L, Balance Sheet, Cash Flow, and burn rate — delivered to your portal.

Built for Boston's business landscape

For Biotech & Pharma

R&D expense categorization, grant tracking, clinical trial costs, Massachusetts R&D tax credit documentation.

For Tech Startups

Burn rate dashboards, investor-ready financials, SaaS revenue recognition. From Seaport to Kendall Square.

For Healthcare

Insurance reimbursement tracking, multi-provider payroll, equipment depreciation. Serving practices across Greater Boston.

For Financial Services

Regulatory compliance support, multi-entity bookkeeping, investor reporting. Boston's financial district demands precision.

For Restaurants

POS reconciliation, tip reporting, COGS tracking, delivery app payouts. From the North End to Cambridge.

For Education & EdTech

Grant accounting, tuition revenue tracking, program-based reporting. Built for Boston's education ecosystem.

What you get — not just bookkeeping

Bank statement upload + AI extraction
Spending intelligence dashboard
Automated transaction categorization
Monthly P&L, Balance Sheet, Cash Flow
Tax-ready outputs for your CPA
Dedicated human bookkeeper
Payroll management (included)
AI receipt capture — snap, email, upload
Massachusetts income tax + sales tax tracking
Weekly financial digest emails
CPA portal for your accountant
Secure client portal — 24/7 access

Local compliance in Massachusetts

5%

Massachusetts flat income tax rate

6.25%

State sales tax (no local sales tax in MA)

R&D Credit

Massachusetts R&D tax credit — 10% of qualified expenses

Back BaySouth EndCambridgeSomervilleSeaportFinancial DistrictBeacon HillBrooklineNewtonAllstonJamaica PlainCharlestownFenwayNorth End

Pricing that scales with you

Plans from $249/mo — dedicated bookkeeper, payroll, all software included.

See full pricing breakdown

FAQs — Boston Bookkeeping

How does AI bookkeeping work for Boston businesses?

Upload your bank statements, invoices, and receipts. Our AI categorizes every transaction and generates draft reports. A human bookkeeper reviews everything before delivering your monthly financials.

Do you handle Massachusetts state taxes?

Yes. We track the flat 5% income tax, 6.25% sales tax, and quarterly estimated payments. We also support Massachusetts R&D tax credit documentation.

Do you work with biotech companies?

Yes. R&D expense categorization, grant tracking, clinical trial costs, and Massachusetts R&D tax credit documentation. Boston's biotech corridor is one of our specialties.

How much does bookkeeping cost in Boston?

Plans start at $249/mo — a fraction of what Boston bookkeepers charge at $35-55/hour. Includes dedicated bookkeeper, all software, payroll, and monthly reports.

Boston's brightest build companies. We build their books.

Upload your first bank statement free. Categorized financial summary in 48 hours — no credit card required.